The Metal Stocks Most Tied to the AI Cycle — Copper, Silver, and Uranium Explained When people talk about investing in the AI boom, they think of chips, cloud, and software. But the AI cycle runs on physical infrastructure — and physical infrastructure runs on metals. Every GPU, every data center, every power line feeding an AI facility requires raw materials pulled from the ground. The metals universe is broad, but not all metals are equally tied to the AI cycle. Gold is a macro hedge. Lithium is an EV story. This post focuses on the three metals most directly connected to the AI buildout — the same buildout driving the companies we covered in our posts on the AI tech stack and data center investing . Scope note: This post deliberately covers only three metals — copper, silver, and uranium — selected because of their direct structural connection to the AI investment cycle. Other metals like gold and lithium are worth covering separately but for different investment the...